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Associate Financial Representative Jobs in Athens, AL

DR Horton

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

DR Horton, Inc.

Sales Representative

Huntsville, AL · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Athens, AL

Associate Financial Representative information

See Athens, AL salary details

$10

$25

$64

How much do associate financial representative jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate financial representative in Athens, AL is $25.39, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $24.81 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What cities near Athens, AL are hiring for Associate Financial Representative jobs? Cities near Athens, AL with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Athens, AL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,820 per year, or $25.4 per hour.

Patient Financial Services Representative

ADDICTION AND MENTAL HEALTH SERVICES, LLC

Madison, AL • On-site

$15.50 - $16.75/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Schedule:
Monday, Tuesday, Wednesday: 8:00 AM to 4:30 PM


About Company:

We’re officially a Great Place To Work®! We’ve always believed that supporting our team is just as important as supporting our patients. Now, we’re proud to share that we’ve earned Great Place To Work® Certification - based entirely on feedback from our own employees.

Read more here: https://ow.ly/YQ1C50WuRH1

This certification reflects the culture we’ve worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.

At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.

Our benefits include:

  • Medical Coverage – Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.

  • Expanded Coverage – Options for domestic partners and a wider network of in-network providers.

  • Mental Health Support – Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.

  • Voluntary Coverages – Pet insurance, home and auto insurance, family legal services, and more.

  • Student Loan Repayment – Available for nurses and therapists.

  • Retirement Benefits – 401(k) plan through Voya to help employees plan for the future.

  • Generous PTO – A robust paid time off policy to support work-life balance.

  • Voluntary Benefits for Part-Time Employees – Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.

At Bradford Health Services, we don’t just invest in our patients—we invest in our people.



About the Role:

The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, explain charges, and resolve any discrepancies. By providing clear and compassionate communication, this role helps reduce patient stress related to medical bills and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to maintaining accurate financial records and enhancing patient satisfaction through effective financial service delivery.

Minimum Qualifications:

  • High school diploma or equivalent required; associate degree or higher preferred.
  • Previous experience in patient financial services, medical billing, or a related healthcare administrative role.
  • Strong understanding of medical insurance terminology, billing processes, and healthcare regulations.
  • Proficiency with electronic health record (EHR) systems and billing software.
  • Excellent communication and customer service skills.

Preferred Qualifications:

  • Certification in medical billing or coding (e.g., Certified Professional Biller or Certified Coding Specialist).
  • Experience working with multiple insurance providers and familiarity with Medicare and Medicaid billing.
  • Knowledge of healthcare compliance standards such as HIPAA.
  • Bilingual abilities to assist a diverse patient population.
  • Demonstrated ability to handle sensitive financial information with discretion and professionalism.

Responsibilities:

  • Respond promptly and professionally to patient inquiries regarding billing statements, insurance coverage, and payment options.
  • Verify patient insurance information and eligibility to ensure accurate billing and reimbursement.
  • Assist patients in setting up payment plans and provide guidance on financial assistance programs when applicable.
  • Collaborate with internal departments such as billing, coding, and insurance to resolve account discrepancies and denials.
  • Maintain detailed and accurate records of patient interactions, payments, and account adjustments in compliance with healthcare regulations.

Skills:

The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Analytical skills are essential for reviewing patient accounts, identifying discrepancies, and collaborating with insurance companies to resolve issues efficiently. Proficiency with billing software and electronic health records enables accurate data entry and account management, which supports timely and correct billing processes. Customer service skills are critical in managing patient interactions with empathy and professionalism, helping to reduce patient anxiety related to financial matters. Additionally, knowledge of healthcare regulations and compliance ensures that all financial transactions and patient information are handled securely and ethically.


Monday, Tuesday, Wednesday: 8:00 AM to 4:30 PM

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